- Zions Bancorporation (Pasadena, CA)
- … has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for ... Associates at California Bank & Trust work in a relationship-centered culture...employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families,… more
- Wells Fargo (Sonoma, CA)
- …Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...business divisions at wellsfargojobs.com. **In this role you will:**… more
- City National Bank (Newport Beach, CA)
- …obligations across product offerings; strong understanding of servicing processes * Personal & Small Business Financials - reviewing financial statements / ... promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business ...success will include acquisition of new personal and new small business clients, deposit and fee income… more
- Wells Fargo (Yucca Valley, CA)
- …Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and ... 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to...business divisions at wellsfargojobs.com. **In this role you will:**… more
- Wells Fargo (Alamo, CA)
- …Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...business divisions at wellsfargojobs.com. **In this role you will:**… more
- JPMorgan Chase (San Diego County, CA)
- …make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the ... and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services,...services firm, helping nearly half of America's households and small businesses achieve their financial goals through… more
- Citigroup (San Francisco, CA)
- …appropriate planning and prioritization + Cultivate relationships with partners, including Small Business , Home Lending and Personal Wealth Management, enabling ... The De Novo Personal Banker SAFE Act is responsible for proactively acquiring,...larger lending opportunities and cross sell treasury and related small business products + Build referral … more
- JPMorgan Chase (Long Beach, CA)
- …One Chase products work together + Works in partnership with Specialists ( Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect ... through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a...services firm, helping nearly half of America's households and small businesses achieve their financial goals through… more
- BMO Financial Group (Pittsburg, CA)
- …(eg everyday banking, retail investments, lending solutions, home financing (including business -for-self applications)), and small business solutions). + ... Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of...qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. +… more
- Citigroup (CA)
- …than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities ... The Personal Banker SAFE Act is an entry level position...(MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales… more